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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Warren Buffett
Berkshire Hathaway
27.55%
Rendimiento estimado a 1 año
Bill Ackman
Pershing Square Capital Management
2.08%
Rendimiento estimado a 1 año
Philippe Laffont
Coatue Management
94.27%
Rendimiento estimado a 1 año
Ray Dalio
Bridgewater Associates
40.93%
Rendimiento estimado a 1 año
Ken Griffin
Citadel Advisors
40.89%
Rendimiento estimado a 1 año
Ken Fisher
Fisher Asset Management
34.66%
Rendimiento estimado a 1 año
Jim Simons
Renaissance Technologies
54.88%
Rendimiento estimado a 1 año
David Tepper
Appaloosa LP
104.51%
Rendimiento estimado a 1 año
Stanley Druckenmiller
Duquesne Family Office
87.01%
Rendimiento estimado a 1 año
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
BW
6026
BostonPremier Wealth
Hanover,
Massachusetts
| USD 235 M | +USD 41.9 M | +22% | 19.8% | – | 79 | 11.39% | 1.1 |
|
| 6027 |
AIC
6027
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 235 M | +USD 26.6 M | +13% | 10.2% | – | 57 | 8.77% | 1.3 |
|
| 6028 |
DIM
6028
DLK Investment Management
Solana Beach,
California
| USD 235 M | -USD 17.8 M | -7% | 5.17% | 80.4% | 126 | 50.79% | 1.5 |
|
| 6029 |
PAW
6029
Plan A Wealth
Lincoln,
Nebraska
| USD 235 M | +USD 26.3 M | +13% | 10.8% | – | 209 | 22.01% | 0.9 |
|
| 6030 |
PRI
6030
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 235 M | +USD 33.4 M | +17% | 9.74% | – | 96 | 19.79% | 1.7 |
|
| 6031 |
MWA
6031
MN Wealth Advisors
Overland Park,
Kansas
| USD 235 M | +USD 29.3 M | +14% | 14.2% | – | 141 | 17.02% | 1.5 |
|
| 6032 |
BOCM
6032
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 235 M | +USD 13.2 M | +6% | 8.07% | 49.6% | 34 | 2.94% | 4.4 |
|
| 6033 |
AC
6033
AMANSA Capital
Raffles City Tower,
Singapore
| USD 235 M | +USD 48.2 M | +26% | 27.7% | 115% | 2 | 0% | 3 |
|
| 6034 |
CPI
6034
Crestview Partners II
New York
| USD 235 M | -USD 106 M | -31% | 27.8% | 157% | 3 | 0% | 7.7 |
|
| 6035 |
PIM
6035
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 235 M | +USD 108 M | +85% | 78.3% | – | 31 | 51.61% | 0.6 |
|
| 6036 |
CWP
6036
Core Wealth Partners
Santa Rosa,
California
| USD 235 M | +USD 19.6 M | +9% | 15.3% | 63.8% | 205 | 19.02% | 2.1 |
|
| 6037 |
LPP
6037
Long Path Partners
Stamford,
Connecticut
| USD 235 M | +USD 14.5 M | +7% | 7.95% | 9.18% | 10 | 10% | 1.7 |
|
| 6038 |
SIA
6038
Serenity Investment Advisors
Chicago,
Illinois
| USD 235 M | +USD 20.9 M | +10% | 13.4% | – | 79 | 10.13% | 0.4 |
|
| 6039 |
TWM
6039
Trevian Wealth Management
Weston,
Massachusetts
| USD 235 M | +USD 32 M | +16% | 15.1% | 94.1% | 45 | 4.44% | 1.8 |
|
| 6040 |
KIM
6040
Kane Investment Management
Los Gatos,
California
| USD 235 M | +USD 40.2 M | +21% | 27.3% | – | 113 | 23.89% | 1.1 |
|
| 6041 |
NCMW
6041
Northern Capital Management (Washington)
Spokane,
Washington
| USD 235 M | +USD 35.1 M | +18% | 17.4% | 80% | 56 | 10.71% | 2.9 |
|
| 6042 |
NAC
6042
NI Acquisitions Company
Lemoyne,
Pennsylvania
| USD 234 M | – | – | 12.1% | – | 112 | – | 0 |
|
| 6043 |
CWA
6043
Cura Wealth Advisors
Chicago,
Illinois
| USD 234 M | +USD 10.8 M | +5% | 8.16% | – | 146 | 17.81% | 1 |
|
| 6044 |
KIG
6044
Kessler Investment Group
Columbus,
Indiana
| USD 234 M | +USD 22.9 M | +11% | 32% | 251% | 89 | 20.22% | 2.6 |
|
| 6045 |
AWA
6045
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 234 M | +USD 29 M | +14% | 11% | – | 111 | 14.41% | 2.7 |
|
| 6046 |
ACM
6046
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 234 M | +USD 85.2 M | +57% | 137% | 1,745% | 30 | 86.67% | 0.2 |
|
| 6047 |
RCAP
6047
Resolute Capital Asset Partners
Denver,
Colorado
| USD 234 M | +USD 44 M | +23% | 18.2% | 657% | 65 | 63.08% | 0.5 |
|
| 6048 |
ONSWM
6048
Old North State Wealth Management
Wilmington,
North Carolina
| USD 234 M | +USD 17.9 M | +8% | 11.5% | 76.7% | 120 | 13.33% | 2.7 |
|
| 6049 |
F4L
6049
Fortune 45 LLC
Gonzales,
Louisiana
| USD 234 M | +USD 28.7 M | +14% | 18.7% | 85.2% | 43 | 25.58% | 2.5 |
|
| 6050 |
RCM
6050
Richardson Capital Management
Menomonee Falls,
Wisconsin
| USD 234 M | +USD 26.9 M | +13% | 14.5% | – | 398 | 39.95% | 1.5 |
|